See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,323 | $86,286-49.8% | $111,297-61.1% | $85,850-49.5% |
| Participation rate | 98.1% | 73.3%+24.8pp | 77.3%+20.8pp | 69.3%+28.8pp |
| Annual return | 5.93% | 19.99%-14.1pp | 54.65%-48.7pp | 318.53%-312.6pp |
| Employer contribution / active EE | $5,556 | $2,043+171.9% | $2,731+103.4% | $2,565+116.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,022 | $8,188-63.1% | $7,964-62.0% | $6,260-51.7% |